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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,052 | $89,259-14.8% | $107,187-29.0% | $82,637-8.0% |
| Participation rate | 36.0% | 67.9%-32.0pp | 75.0%-39.1pp | 68.1%-32.1pp |
| Annual return | 17.39% | 21.02%-3.6pp | 204.55%-187.2pp | 53.51%-36.1pp |
| Employer contribution / active EE | $1,266 | $3,080-58.9% | $3,782-66.5% | $2,552-50.4% |
| Participant deferral / active EE | $2,668 | $4,037-33.9% | $5,096-47.6% | $4,126-35.3% |
| Admin fee / account holder | $2,065 | $7,381-72.0% | $9,162-77.5% | $7,339-71.9% |